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Financial Advisors’s Procter & Gamble PG Stock Holding History

Financial Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$918K Hold
5,977
– – 0.16% 32
2025
Q2 		$952K Hold
5,977
– – 0.18% 30
2025
Q1 		$1.02M Hold
5,977
– – 0.2% 28
2024
Q4 		$1M Hold
5,977
– – 0.19% 29
2024
Q3 		$1.04M Sell
5,977
-46
-0.8% -$7.81K 0.2% 28
2024
Q2 		$993K Hold
6,023
– – 0.2% 26
2024
Q1 		$977K Sell
6,023
-359
-6% -$56.3K 0.2% 26
2023
Q4 		$935K Sell
6,382
-8
-0.1% -$1.19K 0.21% 26
2023
Q3 		$932K Buy
6,390
+8
+0.1% +$1.22K 0.23% 23
2023
Q2 		$968K Sell
6,382
-249
-4% -$37.5K 0.23% 23
2023
Q1 		$986K Buy
6,631
+151
+2% +$21.6K 0.25% 24
2022
Q4 		$982K Sell
6,480
-743
-10% -$104K 0.27% 22
2022
Q3 		$899K Sell
7,223
-115
-2% -$16.3K 0.31% 23
2022
Q2 		$1.05M Hold
7,338
– – 0.37% 18
2022
Q1 		$1.12M Sell
7,338
-258
-3% -$40.4K 0.35% 21
2021
Q4 		$1.24M Buy
7,596
+281
+4% +$41.7K 0.38% 20
2021
Q3 		$1.02M Buy
7,315
+2
+0% +$283 0.35% 23
2021
Q2 		$987K Sell
7,313
-65
-0.9% -$8.79K 0.35% 23
2021
Q1 		$999K Sell
7,378
-4
-0.1% -$522 0.4% 21
2020
Q4 		$1.03M Buy
7,382
+2,174
+42% +$304K 0.46% 17
2020
Q3 		$724K Buy
5,208
+2
+0% +$266 0.38% 21
2020
Q2 		$622K Buy
5,206
+3
+0.1% +$350 0.35% 23
2020
Q1 		$572K Buy
5,203
+83
+2% +$9.96K 0.39% 21
2019
Q4 		$640K Sell
5,120
-22
-0.4% -$2.69K 0.36% 23
2019
Q3 		$640K Buy
5,142
+72
+1% +$8.51K 0.39% 20
2019
Q2 		$556K Sell
5,070
-102
-2% -$10.9K 0.36% 23
2019
Q1 		$538K Sell
5,172
-34
-0.7% -$3.31K 0.37% 26
2018
Q4 		$479K Buy
+5,206
New +$465K 0.39% 24

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advisors's PG Position: Q3 2025 in Review

Financial Advisors held its Procter & Gamble (PG) position steady in Q3 2025 at 5,977 shares worth $918K. The position accounts for 0.16% of the portfolio, ranked #32.

Financial Advisors first reported a position in PG in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.24M in Q4 2021. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Financial Advisors held 5,977 shares of Procter & Gamble worth $918K as of Q3 2025.
  • Financial Advisors left its Procter & Gamble share count unchanged in Q3 2025.
  • Procter & Gamble made up 0.16% of Financial Advisors's portfolio in Q3 2025, its #32 holding.
  • Financial Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's Procter & Gamble position peaked at $1.24M in Q4 2021.
  • 3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.